Team Management

Creating Custom Roles

Build custom roles with specific permissions for your team

5 min read

Create custom roles tailored to your team's specific needs. Define exactly what permissions each role has for granular access control.

Why Custom Roles?

Default roles work for most guilds, but custom roles let you create specific permission sets for unique team structures. For example:

  • A "Senior Reviewer" who can delete applications but not manage templates
  • A "Template Designer" who can only work on templates
  • An "Integration Manager" who handles external services only

Creating a Custom Role

  1. Go to TeamRoles
  2. Click Create Role
  3. Enter a name for your role
  4. Select the permissions to grant
  5. Save the role

Screenshot: Custom role creation

Available Permissions

When creating a custom role, you can toggle these permissions:

Permission Description
applications.view View all applications in the guild
applications.process Move applications between workflow stages
applications.delete Permanently delete applications
applications.export Export application data to CSV
templates.view View templates and their settings
templates.create Create new templates
templates.edit Modify existing templates
templates.delete Delete templates
templates.publish Publish and unpublish templates
workflows.manage Create and edit workflow stages
team.view View team members
team.invite Invite new team members
team.remove Remove team members
team.roles Manage roles and permissions
integrations.manage Configure third-party integrations
settings.edit Modify guild settings

Example Custom Roles

Here are some common custom role configurations:

Senior Reviewer

Can process and delete applications, but can't modify templates.

applications.view applications.process applications.delete applications.export

Template Designer

Focuses solely on creating and managing templates.

templates.view templates.create templates.edit workflows.manage

Junior Reviewer

View-only access with ability to add notes.

applications.view

Pro Tip

Start with the default role that's closest to what you need, then create a custom role that adds or removes specific permissions.

Role Position

Custom roles sit between the built-in roles in the hierarchy. You can drag custom roles to reorder them relative to each other.

Owner (fixed)
Admin (fixed)
Custom roles go here
Manager (fixed)
Reviewer (fixed)

Editing and Deleting Custom Roles

To modify or remove a custom role:

  1. Go to TeamRoles
  2. Find your custom role
  3. Click Edit to modify permissions, or Delete to remove

Important

When you delete a custom role, all members with that role will be moved to the default Reviewer role. Make sure to reassign members before deleting if needed.

Plan Limits

The number of custom roles you can create depends on your plan:

Plan Custom Roles
Free 1 custom role
Pro 5 custom roles
Enterprise Unlimited custom roles

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